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Our Team

 

"Together we're better."

Knowledge is an Intellectual Capital and to provide the best service, requires knowledge. The better a company exploits this capital, the more efficient it is. We, at TRENDwith, believe in the power of boundless energy of people and their ability to create value in an increasingly complex business environment. The workforce is the TRENDwith’s most valuable asset. The 'talent pool' at TRENDwith, comprising of people from a diverse mix of professional backgrounds and good support staff drawn from various functional areas to aid our back office and accounting operations, contributes to make TRENDwith what it is today!

Atul Oza

The prime promoter, Atul Oza brings with him 25 years of experience to the rich history of TRENDwith. Having completed his M.Com and MBA – Fin, Atul Oza has played a key role of investment consultant to various Co-operative Banks, Provident Funds, Gratuity and Super Annuation Fund Trusts, Charitable Institutions and High Net-worth Individuals. Having started his career as Investment Merchant Banker (CAT-I), Atul gradually gained expertise in the field of resource mobilization, debt syndication and equity placements. TRENDwith has benefited from his immense experience and established business contacts.

Jugna Lodaya

As Director of TREND with Consultancy Limited, Jugna brings with her 25+ years of experience in the financial sector. Jugna is a Commerce Graduate from the Universtity of Mumbai. Jugna is responsible for this franchise business of HSBC InvestDirect Securities India Limited (formerly, IL&FS Investsmart Limited [IIL]). Jugna handles the NEAT System (NSE, BSE, Derivatives & Commodities), coordinating with HSBC Head Office for all work related to Equity Dealing, Back Office and Accounts. In addition, Jugna is an advisor to Individuals & HNI clients for their Investments in Equity, Mutual Funds, FDs etc.